Client Advisor

Há 4 dias


São Paulo, Brasil JPMorganChase Tempo inteiro

Join to apply for the Client Advisor - ETF Distribution, Brazil & Southern Cone role at JPMorganChase Overview The Vice President (VP), ETF Distribution, will be responsible for driving the growth and adoption of J.P. Morgan Asset Management’s Exchange-Traded Funds (ETFs) among institutional and intermediary clients in Brazil and Chile. The role requires a deep understanding of the ETF market, strong client relationship management skills, and the ability to deliver tailored investment solutions in a dynamic and evolving environment. Key Responsibilities Client Coverage & Relationship Management Develop and maintain relationships with institutional investors, private banks, wealth managers, and other key clients in Brazil and Southern Cone working jointly with the JPMAM local teams Serve as the primary point of contact for ETF-related inquiries, product education, and portfolio solutions for the JPMAM local team Sales & Distribution Drive ETF sales growth by identifying new business opportunities and expanding market share. Execute strategic distribution plans in alignment with regional and global objectives. Organize and participate in client meetings, presentations, and industry events. Product Expertise & Education Provide clients and local teams with in-depth product knowledge, market insights, and thought leadership on ETFs. Deliver training and educational sessions to clients and internal stakeholders. Market Intelligence & Strategy Monitor market trends, regulatory developments, and competitor activity in the ETF space. Collaborate with product, marketing, and investment teams to develop and refine ETF offerings for the LatAm market. Reporting & Analytics Track sales activity, client engagement, and market penetration; prepare regular reports for senior management. Analyze client portfolios and recommend ETF solutions to meet investment objectives. Required Qualifications, Capabilities And Skills Bachelor’s degree in Finance, Economics, Business, or related field; MBA or CFA preferred. 7+ years of experience in asset management, ETF distribution, or related financial services roles. Proven track record in sales and client relationship management, ideally within Brazil and/or Chile. Deep understanding of ETFs, capital markets, and investment products. Strong communication, presentation, and negotiation skills. Fluency in Portuguese and Spanish; English proficiency required. Ability to travel within Brazil and Chile as needed. Preferred Qualifications, Capabilities And Skills Team player with strong collaboration skills. Experience working with institutional and intermediary clients in Latin America. Knowledge of local regulatory environments and market practices. Entrepreneurial mindset with a proactive approach to business development. About Us J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. About The Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Seniority level Not Applicable Employment type Full-time Job function Consulting, Information Technology, and Sales #J-18808-Ljbffr


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